Document Portal

With 24/7 access to your own private real estate document portal, you’ll find it easier to share marketing and sales documents, reduce time sending emails, better track prospect activity and close more deals.

Key Features

Manage your documents, set privacy permissions and share files with your contacts at any given time.

Confidentiality Agreements

Protect sensitive documents with online Confidentiality Agreements to streamline the entire investment sales due diligence process.

Privacy Settings & Permissions

Robust and flexible privacy settings that give you control over who can view and access specific folder and documents.

Upload Unlimited Documents

Upload and share unlimited documents with no restrictions on file size, file type or number of files.

Track Lead Activity

Generate leads and track their activities to see who is interacting with your files.

Easy Drag and Drop Uploading

Easily upload your documents with the drag and drop function.

Organize your Documents

Organize your documents in folders to keep them in order.

FAQ

Some common questions about our document portal system.

How do I add documents?

You can upload documents by simple drag & drop functionality in the admin area of the SharpLaunch platform.

How many documents can I upload?

You can upload unlimited files with no restrictions on size or file type. Use it however you need.

Can I set privacy permissions?

You have full control over the privacy and security of your documents and how you want people to access them. In addition, you can include an optional online CA agreement that users need to digitally accept.

Can I see who is viewing my documents?

Yes, you can track how many times your documents have been downloaded and know exactly the leads who are downloading. Leads will need to provide their name and email in order to access the documents.

How do I organize my documents?

You can organize your documents by creating folders and subfolders with relevant names to help your clients quickly find what they’re looking for.

Does this cost extra?

No, our document portal is included with all SharpLaunch plans.